Shehara
Wooten
Equita Financial Network, Inc
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About this Advisor
Shehara Wooten is a financial advisor based in Columbus, Ohio, working with Equita Financial Network, Inc. Shehara has previously held positions at Your Story Financial, LLC, Equita Financial Network, Inc, Your Story Financial Academy, LLC, and Edward Jones. Shehara has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Shehara is part of Equita Financial Network, Inc, which operates out of Columbus, Ohio. The firm has 1 office and 9 employees. The firm manages assets totaling $283.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Equita Financial Network, Inc includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equita Financial Network, Inc Brokerage Details
$283,061,181
9
990
$285,920
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Shehara Wooten Work History
Equita Financial Network, Inc
Your Story Financial, LLC
Your Story Financial Academy, LLC
Your Story Financial, LLC
Edward Jones
Disclosures
Please visit the SEC profile of Shehara Wooten to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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